Strategic Services

Strategic Consulting + Salesforce Roadmap

No business wants their technology project to fail. Frequently, there are struggles you’ll encounter that you simply couldn’t predict. That’s why we offer Strategic Roadmaps to guide you through an end-to-end evaluation of your current tech stack, and to provide detailed recommendations of Salesforce enhancements that will support your company’s growth across departments.

Through a series of discovery sessions and interviews, we’ll identify areas of improvement in your processes, Salesforce instance, and ecosystem of applications.

You invested in Salesforce to achieve your business goals. Meeting those goals often requires using multiple Salesforce modules, such as Sales Cloud, Service Cloud, Community Cloud, CPQ, or Pardot, managing complex integrations, and tailoring the platform to fit your business. We have a proven process that we’ve developed through experience and our expert team, to help you harness the power of Salesforce.

Here’s a sneak peak into what our 7 step process looks like.

System walkthrough. Each Strategic Roadmap starts with a system walkthrough where we conduct a 25 point check to become familiar with your system’s security, settings, integrations, and usage.

Onsite discovery sessions. Our systems architect will lead a series of interviews with key stakeholders, including IT and Business Strategy team, to establish current pain points and business improvement goals. This includes a comprehensive discovery into process, systems, data, integration and reporting.

Analysis. After spending time learning the ins and outs of your systems and business, our team will review everything and compile notes before beginning to build your roadmap.

Writing and Building. This is where your Strategic Roadmap comes to life! The team will build a roadmap with recommendations to maximize your platform investment.

Roadmap report. In this report, we cover four topics: overview, expert recommendations, an outline of effort, scope, and complexity, and an assessment of priorities. The formal roadmap report will include detailed systems analysis based on discovery findings as well as formal recommendations.

Recommendations review. This is where we prioritize action items. We’ll review our findings and agree on a direction and plan. If additional resources, outside of your own company, are needed to execute the plan, this is where we can talk about options.

Client feedback and review. After receiving the Roadmap, your team will have every opportunity to give feedback and ask questions.